to use that money. it's a temptation if it's sitting there. they're looking at comparative returns and opting for deals. >> something's going on. because the idea of cash on the side has been out there, now they're opening up the wallets. >> that's right. z no question companies are hoarding cash but the deals are safe deals. when you see warren buffett buying heinz, what is safer than ketchup or mustard? he's playing it defensive. corporate executives, the people behind the deals, so called really smart money, they have been insider selling, not buying. they're the ones that have a view of the future. what they're concerned about is the impact of payroll tax hikes, affecting consumers. we see that in retail sales but they're concerned they see gasoline prices moving up. some parts of the country, gas is up 50 cents in two weeks. it's important for investors to appreciate what's going on but remain vigilant and aware of the risks on the the horizon. >> to gerry's point, dell is the perfect example of wh